Common Items and Settings
Certain items and settings are shared across all interfaces and are not interface specific. Therefore, when you add or change one of the items on one interface, it automatically appears on the other interfaces.
For example, staff accounts added while logged in to one interface can be viewed and edited from any interface.
The following items are common across all interfaces.
Configuration
- Staff Management
- Accounts
- Password Configuration
- Profiles
- Application Appearance
- Client Workflow Images
- Customizable Menus (Answer Statuses, Asset Statuses, Billable Tasks, Chat Agent Statuses, Chat Session Queues, Contact Roles, Contact Types, Incident Queues, Incident Severities, Incident Statuses, Opportunity Statuses, and Organization Address Types)
- Site Configuration
- Distribution Lists
- Mailboxes
- Process Designer
- Rules
- Site-specific configuration settings
- Site-specific message bases
- Internationalization
- Countries
- Service
- Answer Stopwords
- Channels
- Guided Assistance
- Service Level Agreements (SLAs appear on all interfaces. However, you must set the response requirements separately for each interface.)
- Opportunity Tracking
- Product Catalog
- Sales Periods
- Strategies
- Outreach
- External Suppression List
- Database
- Data Dictionary
- Object Designer (custom objects)
- Incident Thread Correction
- Data Import Template
- Data Import Wizard
- Email Address Sharing
Analytics
- Report Styles
- Chart Styles
- Color Schemes
- Report Images
- Text Fields
Record types
- Contacts
- Organizations
- Tasks
- Standard reports
- Incidents
- Answers
- Opportunities